Full-Time Senior Trust Accounting Specialist

Senior Trust Accounting Specialist

Who We Are

ProfitCoach was founded on core Christian values. We pursue excellence in property management.

Who We’re Looking For

We seek A-players who are honest, coachable, and invested. We value growth mindsets, courage, candor, gratitude, and entrepreneurial spirit.

Mission of the Role

Deliver the ProfitCoach Experience (owning the outcome, ease of doing business, and extraordinary service) to clients through quality assurance reviews, client relationship and account management.

90-Day Outcomes

• Own designated client accounts
• Contribute to new client onboardings
• Be first in line for client calls and relationship management
• Perform bank reconciliation and trust accounting clean-up
• Communicate time estimates and progress updates
• Coordinate team assistance
• Be a resource for trust accounting questions

Key Responsibilities

Internal Tasks:

• Company and departmental meetings
• Internal email correspondence
• Skill development reading
• Daily task planning
• Task-by-task time tracking

Trust Accounting Specialist functions:

• People: Train team on processes, monitor team performance.
• Process: Understand new functions, define processes, and train team.
• Client relationships: Lead and participate in new client onboardings, client meetings, and email correspondence. Formalize communication cadences (ProfitCoach Retreat, Holiday Hours, PTO).
• Financials: Review and own financial statements (reconciliation review, reports, crosschecks).
• Accounting functions: Bank reconciliation, financial diagnostics, billing, payment processing, owner statement processing, security deposit processing, and other tasks.

Skills & Responsibilities

• Manage client relationships, oversee service execution
• Advanced problem-solving
• Write, improve, and train on trust accounting processes
• Bookkeeping experience (accuracy, timeliness, efficiency)
• Excellent verbal/written communication
• Proficient with Microsoft Excel
• Define and document new processes
• Read and analyze financial statements
• Master new cloud-based software (AppFolio, RentVine preferred)

Culture Fit/Core Values

• Think Abundantly
• Own the Outcome
• Be Courageous
• Leverage Your Talents
• ADEPT Communication

Benefits

• Ideal start time: Immediate
• Location: Remote
• Hours of Work: 40-45 hours/week
• Compensation: $55,000 - $60,000 USD

Oversight of Functions

• Late fees, eviction notices
• Inbox management
• Owner statements
• Owner distributions
• Correcting entries
• Meeting client deadlines
• Servicing client nuances

Approval of Functions

• Online payables
• Direct ACH payments
• Audit packages
• Weekly Update emails

Ownership of Functions

• Client and team communication
• Team training and delegation
• Liaison with Corporate department
• 1099s and EOY reports
• High-level accounting requests
• Crosschecks (bank transfers, negative balances, journal entries, corporate property activity, diagnostics, inbox review)
• Specific items per client

Administrative Expectations

• Watch for training & delegation opportunities
• Own and manage process adjustments
• Own ad hoc reporting requests
• Review client numbers, create/implement plans
• Prepare/lead department trainings
• Research/test software updates
• Coordinate client clean-up projects
• Coordinate new client onboarding

What is the last date for applying to the job?

Which countries are accepted for this remote job?